Sign in
Microsoft.com
 
Microsoft
 
 
 

locked
Modifing Accounts View RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    I want to modify the account view to show only accounts that do not have a parent account.

    Is that possible?

     

     

    Monday, April 26, 2010 5:51 AM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    You can create a new view for account and set "filter criteria" as

    Parent Account                       Does Not Contain Data

    and then you can set this view as default view from action menu for account entity.

    Mahain
    Monday, April 26, 2010 6:28 AM
    Moderator

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    You can create a new view for account and set "filter criteria" as

    Parent Account                       Does Not Contain Data

    and then you can set this view as default view from action menu for account entity.

    Mahain
    Monday, April 26, 2010 6:28 AM
    Moderator
  • Question
    Sign in to vote
    0
    Sign in to vote

    As a Supported method, Create a plugin in the Execute Method to modify the fetchXML of the account view as per your requirement (modify the fetchxml to accounts that only have parent account)

    Execute: The execute event always gets fired when you open the views. Like from Main application view, lookup view, Advanced search view etc. (but not from associated views).
    While registering this event, no primary entity name is required.
    Input parameter: fetchxml - The fetchXML query sent.
    Output parameter: fetchxmlresult - The resultant records of the fetchXML query

    Monday, April 26, 2010 6:32 AM